Category Archives: Dynamics 365

Building Websites in Dynamics 365 Using External Data Sources

Nowadays, Power Pages sites are gaining popularity for their responsive design interface, security features, and built-in templates. Power Pages allow users to create professional websites using Dynamics 365 data and services. However, not all data may reside in Dynamics 365, and replicating structures solely for Power Pages can be time-consuming and impractical. This limitation restricts… Read More: Building Websites in Dynamics 365 Using External Data Sources »

Attachment Control in Power Apps: Implementing File Type Validation

I recently came across a client requirement to create a candidate registration system integrated using canvas apps. The client, a third-party hiring company, wanted to securely store candidate details and along with their resumes in CRM. They specifically asked for uploaded files to be limited to formats such as JPG, docx, or PDF due to… Read More: Attachment Control in Power Apps: Implementing File Type Validation »

Create Multiple Cases from an Email Sent to Multiple Mailboxes in Dynamics 365 CRM

We recently encountered a requirement where the client utilized multiple queues in CRM (such as service team queue, product team queue, tech team queue, etc.) with configured email addresses. When customers send emails to multiple queues in a single email (e.g., sending one email to Support and Product queues), the CRM’s email tracking system creates… Read More: Create Multiple Cases from an Email Sent to Multiple Mailboxes… »

Automating Customer Enquiry Handling with Dynamics 365 and Power Platform Connectors in Copilot Studio

In today’s digital age, providing a seamless and efficient way for customers to submit enquiries or complaints via a company’s website is essential for maintaining customer satisfaction. Integrating this process with Dynamics 365 using Power Platform connectors in Copilot Studio can automate the creation of records, ensuring no customer query is overlooked. This blog post… Read More: Automating Customer Enquiry Handling with Dynamics 365 and Power Platform… »

Create Brand Profiles in Customer Insights – Journeys to Create Cohesive Brand Experiences

In this blog, we will learn about one of the new features introduced by Microsoft in Dynamics 365 in 2024 Release Wave 1, i.e., the creation of Brand Profiles. Each company has a specific Colour code, Logos, Style, Fonts, etc. which will be very specific to that company. Maintaining these guidelines every time in an… Read More: Create Brand Profiles in Customer Insights – Journeys to Create… »

Exploring Access Management using Power Automate Flows in Dynamics 365

In Dynamics, managing access to sensitive data is handled through security measures such as role-based permissions. Security roles and access management play a significant role in ensuring that the right individuals have access to the appropriate information. To grant access to particular records, users with Share permissions typically navigate to the respective record and click… Read More: Exploring Access Management using Power Automate Flows in Dynamics 365 »

Boost Sales with Copilot: Leverage Opportunity Summaries and Related Records in Dynamics 365 using APIs

In today’s fast-paced business environment, sales teams need real-time insights and a comprehensive view of their opportunities to make informed decisions and close deals faster. Microsoft’s Copilot for Sales addresses this need by integrating seamlessly with your connected CRM system, providing a unified platform for viewing the latest activities and related records. This blog post… Read More: Boost Sales with Copilot: Leverage Opportunity Summaries and Related Records… »

Empty Rich Text Fields Validation using Regular Expression in Dynamics 365

In the pursuit of enhancing data management within Dynamics 365 CRM, we recently integrated a ‘Rich Text Editor Control‘ into the Description field of the Appointment entity, and inserting text into the description, we observed an unexpected behavior. Upon exporting the data from Dynamics 365 CRM, we noticed that the Description field stored the text… Read More: Empty Rich Text Fields Validation using Regular Expression in Dynamics… »

Create a table in Dynamics 365 CRM from the SharePoint List

In today’s digital era, organizations often rely on Microsoft SharePoint as a central hub for collaboration, document management, and data storage. Just SharePoint lists, while powerful for storing and managing data, may not provide the most conducive format especially when presenting information in reports, or dashboards.  This is where table creation from the SharePoint list… Read More: Create a table in Dynamics 365 CRM from the SharePoint… »

Automate Creating Customer Voice Survey Invitations using Canvas Power Apps

In our previous blog, we explored the potential of automating the survey invitation process using Power Automate Flow. We concluded that this approach, coupled with personalized variables in the Customer Voice Survey, provides a streamlined method for collecting and analyzing valuable customer feedback. In this blog, we will consider a similar use case scenario in… Read More: Automate Creating Customer Voice Survey Invitations using Canvas Power Apps »